Ian Filippini talks about the fact that it might beTime to Review Your Estate Plan. Estate planning is an ongoing process. You must not only develop and implement a plan that reflects your current financial and family situation; you must also constantly review your current plan to ensure it fits any changes in your circumstances. ... http://filippiniusa.com/

1. Is It Time to Review Your Estate Plan?
Estate planning is an ongoing process. You must not only develop and implement a plan that reflects
your current financial and family situation; you must also constantly review your current plan to ensure
it fits any changes in your circumstances.
Of course, with the extensive changes under The Economic Growth and Tax Relief Reconciliation Act
of 2001 and the probability that more changes will occur in this decade, reviewing your estate plan
regularly is now more critical than ever. You'll especially want to update it after any of the events listed
in the Planning Tip.
Where Do You Go From Here?
Remember, estate planning is about much more than reducing your estate taxes; it's about ensuring
your family is provided for, your business can continue, and your charitable goals are achieved. So
even if the estate tax is permanently repealed, you will want to have an up-to-date plan in place.
To this end, use the accompanying estate planning checklist to identify areas where you need more
information or assistance. Or jot down a few notes about things you want to look at more closely and
discuss with a professional advisor. It may be easy for you to put off developing a detailed estate plan -
or updating it in light of changes in tax law or your situation. But if you delay, much of your estate
could go to Uncle Sam - and this could be difficult for your family.
So please call us with any questions you may have about the strategies presented here or how they can
help you minimize your estate tax liability. We welcome the opportunity to discuss your situation and
show how we can help you create and help implement an estate plan that preserves for your heirs what
it took you a lifetime to build.
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Material discussed is meant for general illustration and/or informational purposes only and it is not to
be construed as tax, legal, or investment advice. Although the information has been gathered from
sources believed to be reliable, please note that individual situations can vary therefore, the
information should be relied upon when coordinated with individual professional advice. Past
performance is no guarantee of future results. Diversification does not ensure against loss. Source:
Financial Visions, Inc.
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Ian Filippini is a Registered Representative offering securities and Advisory Services through
Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor.
Member FINRA and SIPC. IFG and FFG are not affiliated. OSJ Branch: 12636 High Bluff Drive,
Suite 100, San Diego, CA 92130. Licensed to sell securities in the following states: CA. Licensed to
sell insurance in the following states: CA. CA Insurance License #0D95876. Filippini Financial Group,
Inc. and Independent Financial Group, LLC are independently owned and operated.